FinanceGPT helps you take control of your finances. It offers personalized financial advice, similar to consulting with a human advisor. With features like AI chat and goal planning, FinanceGPT helps you achieve your financial goals. Built with Next.js and AI technology, this open-source template helps developers create their own financial advisory tools. As more people look for smart ways to manage their money, this template lets you build your own financial advisor app quickly and easily.
- User authentication and registration
- AI-powered chatbot for financial queries
- Personalized financial advice using AI
- Financial snapshot and goal setting
- Next.js and React for Frontend and BackendDatabase: MongoDB
- AI Integration: OpenAI's GPT-4
- State Management: Redux Toolkit
- Integrate with real-time financial data APIs to provide up-to-date market information and analysis.
- Implement a document upload feature to analyze financial statements and tax returns.
- Create interactive financial education modules with quizzes and rewards.
1. Clone the repository:
git clone https://github.com/frankomondo/finance-gpt.git
cd finance-gpt2. Install dependencies:
npm install3. Set up the database:
Ensure you have MongoDB installed and running on your system, or use a cloud-hosted MongoDB service like MongoDB Atlas. Create a new Cluster, select a free plan, and copy the connection string, this will be required in the next step.
4. Set up environment variables:
Create a .env.local file in the root directory and add the following variables:
NEXT_PUBLIC_API_URL=http://localhost:3000/api
MONGODB_URI=your_mongodb_connection_string
JWT_SECRET=your_jwt_secret
OPENAI_API_KEY=your_openai_api_key
5. Run the development server:
npm run dev6. Open your browser and navigate to http://localhost:3000
- Register for a new account or log in
- Complete the onboarding process to set up your financial profile
- Explore the financial snapshot dashboard
- Set financial goals and receive AI-powered strategies
- Use the chatbot for financial guidance
This project is licensed under the MIT License - see the LICENSE file for details.
Please open an issue in the GitHub repository for any queries or support.